Start off by making a copy of the template so you can edit the checklist to your own needs. You can even use the Google Sheets revision history to ensure that the time the document was modified matches the times team members are noting down as having completed tasks.

This makes sure everyone on the team can see what tasks (or procedures) need doing and they can sign off on each one as it is completed. The template is modelled on the type of checklist you often see in restaurant bathrooms where staff have to write their name and the time as they check off required tasks. The first field has a link to a set of instructions on using the template. THE TEMPLATEįirstly, for the impatient, here is a link to our blank checklist template. Today I’ll share with you my checklist template and take you through how you can use it in your own business. So how do you set up a functional check-list?

Google Sheets are also accessible everywhere, work on any device and your spreadsheet can be easily edited by anyone on the team.

If Google ever disappeared (or locked you out of your account) you could still retrieve and work with all of your content. This allows you to easily back them up, ensuring the safety of your documents. When you use Google Drive you can sync all of your spreadsheets to your hard drive. Putting all that in some other business’s hands is a very risky proposition!Īfter playing around with a few different options, I found that the simple spreadsheet is an excellent tool for creating checklists, and that Google Sheets is a user friendly way to do that. Your checklists form a vital part of your business’s policies and procedures.They represent knowledge that has built up over time and a huge investment in debugging and optimisation. On the one hand, if it’s non-cloud based it’s not a good option for a distributed team, on the other hand if it is cloud-based, you become reliant on this external resource and don’t have total control over your own documents. There are loads of software options out there aimed at helping you create and manage checklists, but there is a fundamental problem with using them. They are especially handy when managing lots of processes across different team members. Checklists are very important tools for controlling quality and reducing human error in highly manual processes.

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